Investment Advisory Services Inc Schwab Strategic Tr Us Dividen Transaction History
Investment Advisory Services Inc
- $277 Million
- Q4 2024
A detailed history of Investment Advisory Services Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Advisory Services Inc holds 491,892 shares of SCHD stock, worth $13.6 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
491,892
Previous 160,246
206.96%
Holding current value
$13.6 Million
Previous $13.5 Million
0.79%
% of portfolio
4.86%
Previous 4.85%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio